+38.3%
KMB vs AXON
+1,058.0%
-1,019.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.7% | -0.6% | +2.0% |
| 7D | +0.9% | +0.8% | +0.1% | +0.9% |
| 30D | +10.1% | -22.8% | +32.8% | +11.1% |
| 3M | 0.0% | -48.8% | +48.8% | +2.4% |
| 6M | +15.7% | -16.3% | +32.0% | +16.3% |
| YTD | +12.6% | -44.5% | +57.1% | +14.5% |
| 1Y | +10.1% | -43.4% | +53.5% | +11.8% |
| 3Y | +2.1% | +44.3% | -42.1% | -1.8% |
| 5Y | -0.7% | +85.1% | -85.8% | -6.5% |
| All | +38.3% | +1,058.0% | -1,019.7% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling